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And the hot stocks for 2007 are...
It is the year-end and our experts pick 10-12 hot stocks to welcome the new year. Adrian Mowat of JPMorgan chooses Aurobindo Pharma, Hind Constructions, Yes Bank, while Raamdeo Agrawal of Motilal Oswal Securities picks HPCL, Hero Honda and Bharti.
Q: You keep doing this wealth creation studies every year what looks like after the 2006 experience could be the big wealth generators, wealth creators for 2007 for you?
Agrawal: 2006 as well as 2007, I think that Bharti Telecom will turn out to be the biggest wealth generator and my sense is that even in the coming year, it is likely to do wonders in terms of subscription growth, usage growth and revenue growth. What people have not observed is that their net profit margin, which is climbing year after year is likely to see yet another new high and that will lead to much higher net profit growth than most of the people are expecting and it might be as high as 60% or so. So my sense is that even if there is some moderation in valuation in multiples, I think we can make a descent pack even in 2007 for the portfolios.
Disclosures:
Agrawal: Bharti Telecom as well as Hero Honda I have in my portfolio.
Suri: I am an active trader and I would have a vested interest in all the three stocks from time to time.
Mowat: No issues compliance exclude these stocks, which we talked about.
Sharma: We do not have any of the stocks we discussed
